Retire Confidently Podcast

Story: A couple going through the Retire Confidently program 

Question: In what scenarios would a ROTH IRA benefit me?

Listen for exact details.

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Kaden is native to the Southern Utah area and enjoys spending time with friends and family in the outdoors. Aside from being obsessed with numbers and his love for working with people, helping educate others in a unique and simplified way is one of the biggest joys he gets from his career.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: Big Bird/Lil Bird and the T-Bird

Question: How do I "spread the love" of my pension to my partner after I pass?
 
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Kaden is native to the Southern Utah area and enjoys spending time with friends and family in the outdoors. Aside from being obsessed with numbers and his love for working with people, helping educate others in a unique and simplified way is one of the biggest joys he gets from his career.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: Rob and Sue and Sue's Early Age Reduction

Question: Is it worth it to wait to retire to avoid Early Age Reduction on my pension?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: The quotable quotes of Judy and it's ok for retirement to be a little messy.

Question: Will retirement go exactly as I have planned?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: Why you need to know about "The Agg"

Question: Should you put more money into bonds as you get closer to retirement?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: The ways in which trust plays a role in retirement planning

Question: How to tell if your retirement plan is trustworthy?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: A financially successful client shares feelings of fear and inadequacy before proper retirement planning

Question: What do you need to do gain clarity and confidence in your retirement plan?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: 2 construction workers have different tools in their tool belts

Question: Do you have the right tools and core beliefs to reach your goals?

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

 Story: 2 retired couples go on distinctly different adventures, both meeting their goals

Questions: What are your retirement goals? How can you gain the clarity and confidence in your financial situation to meet those goals? 

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Story: Pensions from the past contribute to retirement

Questions: Do you have a pension from a previous employer? How is it best utilized in your retirement plan? 

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator. 

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World

Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.